How to reimburse a check from the Client Trust.
Navigate to the Settlement Tab.
Navigate to the Client Trust page of the Settlement Tab.
Navigate to the Trust Reimbursement button at the top of the page.
A pop-up window will appear.
Enter the check number and amount of the trust reimbursement check being deposited back into the client trust account.
Click Save at the bottom right of the pop-up window.
The changes will be reflected on the Client Trust page.